|
1976
|
Precedent Wealth Partners
Houston,
Texas
|
US$175萬
|
+US$73.7萬
|
+7,047
|
+90%
|
|
|
1977
|
Delta Asset Management
Memphis,
Tennessee
|
US$174萬
|
+US$105
|
+1
|
+0%
|
|
|
1978
|
Auxano Advisors
Bellevue,
Washington
|
US$174萬
|
-US$2.69萬
|
-257
|
-2%
|
|
|
1979
|
Advisory Alpha
Holland,
Michigan
|
US$174萬
|
+US$36.5萬
|
+3,489
|
+31%
|
|
|
1980
|
Twin Lakes Capital Management
Redwood Shores,
California
|
US$174萬
|
+US$7,111
|
+68
|
+0.5%
|
|
|
1981
|
Range Financial Group
Tigard,
Oregon
|
US$174萬
|
-US$13.1萬
|
-1,257
|
-8%
|
|
|
1982
|
Mirabaud Asset Management
London,
United Kingdom
|
US$174萬
|
+US$155萬
|
+14,776
|
新
|
|
|
1983
|
Stance Capital
Boston,
Massachusetts
|
US$174萬
|
-US$39.5萬
|
-3,777
|
-20%
|
|
|
1984
|
Wilson & Boucher Capital Management
Moraga,
California
|
US$173萬
|
-US$1.57萬
|
-150
|
-1%
|
|
|
1985
|
LCM Capital Management
Chicago,
Illinois
|
US$173萬
|
-US$5,856
|
-56
|
-0.4%
|
|
|
1986
|
First County Bank
Stamford,
Connecticut
|
US$173萬
|
-US$8.06萬
|
-771
|
-5%
|
|
|
1987
|
BXM Wealth
Englewood,
Colorado
|
US$172萬
|
+US$37.6萬
|
+3,596
|
+32%
|
|
|
1988
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
US$172萬
|
+US$29.6萬
|
+2,834
|
+24%
|
|
|
1989
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
US$172萬
|
-US$19.9萬
|
-1,902
|
-11%
|
|
|
1990
|
BayBridge Capital Group
Pleasanton,
California
|
US$172萬
|
-US$48.7萬
|
-4,656
|
-24%
|
|
|
1991
|
Lee Financial
Dallas,
Texas
|
US$172萬
|
+US$5.2萬
|
+497
|
+4%
|
|
|
1992
|
Adelphi Trust
Saint Petersburg,
Florida
|
US$172萬
|
+US$11.4萬
|
+1,093
|
+8%
|
|
|
1993
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
US$171萬
|
+US$22.3萬
|
+2,132
|
+17%
|
|
|
1994
|
Tannin Capital
Charlotte,
North Carolina
|
US$171萬
|
-US$34.3萬
|
-3,283
|
-18%
|
|
|
1995
|
Boxwood Ventures
Chicago,
Illinois
|
US$171萬
|
–
|
–
|
–
|
|
|
1996
|
MTM Investment Management
Spartanburg,
South Carolina
|
US$171萬
|
+US$4,706
|
+45
|
+0.3%
|
|
|
1997
|
Renaissance Investment Group
Lenox,
Massachusetts
|
US$171萬
|
–
|
–
|
–
|
|
|
1998
|
Delta Accumulation LLC
Sausalito,
California
|
US$170萬
|
+US$152萬
|
+14,500
|
新
|
|
|
1999
|
Seek First
Campbell,
California
|
US$170萬
|
-US$4.87萬
|
-466
|
-3%
|
|
|
2000
|
Fiduciary Financial Group
San Rafael,
California
|
US$170萬
|
+US$25.3萬
|
+2,417
|
+20%
|
|
